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dholicky
March 20, 2021
Question

I have a 1099-R that is applicable to a rollover of a 401k, ow do I make sure that it is not taxable?

  • March 20, 2021
  • 1 reply
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1 reply

macuser_22
macuser_22
Employee
March 20, 2021

If entered properly the 1040 line 5b should have no taxable amount and have the word "ROLLOVER" next to ti.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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